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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.64B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.74B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02B
4
Stifel Financial
4
Stifel Financial
Missouri
$235M
5
MG
5
Mather Group
Illinois
$294M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
3
Wells Fargo
California
$126M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
5
Manning & Napier Group
New York
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
101
Global Wealth Management Investment Advisory
Florida
$9.87M -$240K -4,509 -2%
CM
102
Columbus Macro
Pennsylvania
$9.82M -$281K -5,269 -3%
AllianceBernstein
103
AllianceBernstein
Tennessee
$9.74M -$4.6M -86,369 -32%
MPW
104
MA Private Wealth
California
$9.54M -$3.38M -63,438 -26%
SIA
105
Strategic Investment Advisors
Michigan
$9.17M +$139K +2,616 +2%
KAS
106
Kestra Advisory Services
Texas
$9.12M +$436K +8,174 +5%
BHWM
107
Bay Harbor Wealth Management
Maryland
$9.04M +$812K +15,246 +10%
FIM
108
Freedom Investment Management
Connecticut
$9.02M +$242K +4,545 +3%
SEI Investments
109
SEI Investments
Pennsylvania
$8.67M +$1.01M +18,984 +13%
BA
110
Bridge Advisory
California
$8.59M -$467K -8,763 -5%
OFS
111
OneAscent Financial Services
Alabama
$8.48M +$8.48M +159,082 New
SIA
112
Sovereign Investment Advisors
Arizona
$8.36M +$21.4K +402 +0.3%
CCG
113
Chatham Capital Group
Georgia
$7.54M -$1.33M -24,995 -15%
AA
114
ALPS Advisors
Colorado
$7.52M +$1.48M +27,797 +25%
Prudential Financial
115
Prudential Financial
New Jersey
$7.48M +$1.13M +21,180 +18%
CYG
116
Clean Yield Group
Vermont
$7.47M -$409K -7,666 -5%
TWA
117
Tillar-Wenstrup Advisors
Ohio
$7.29M +$260K +4,884 +4%
BRWA
118
B. Riley Wealth Advisors
Florida
$7.2M +$499K +9,359 +7%
CFG
119
Citizens Financial Group
Rhode Island
$7.19M -$1.37M -25,692 -16%
CST
120
Charles Schwab Trust
Nevada
$7.18M +$846K +15,868 +13%
DWP
121
Destiny Wealth Partners
Florida
$7.02M -$1.26M -23,687 -15%
HP
122
HT Partners
Connecticut
$6.78M +$78.8K +1,479 +1%
ONB
123
Old National Bancorp
Indiana
$6.66M +$850K +15,959 +15%
EP
124
Eudaimonia Partners
Tennessee
$6.6M +$155K +2,900 +2%
ACM
125
AlphaStar Capital Management
North Carolina
$6.6M +$3.24M +61,030 +96%
3 4
5
6 7